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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,894 | $90,400-20.5% | $186,193-61.4% | $87,485-17.8% |
| Participation rate | 48.3% | 66.2%-17.9pp | 77.1%-28.8pp | 68.9%-20.7pp |
| Annual return | 12.85% | 22.15%-9.3pp | 78.03%-65.2pp | 26.06%-13.2pp |
| Employer contribution / active EE | $589 | $2,170-72.9% | $3,918-85.0% | $2,596-77.3% |
| Participant deferral / active EE | $2,022 | $4,330-53.3% | $6,513-69.0% | $4,274-52.7% |
| Admin fee / account holder | $2,017 | $8,673-76.7% | $11,058-81.8% | $7,775-74.1% |